You can upload files for a customer to their profile using the Attachments section of the Customer Profile screen.
This includes any documents pertinent to that customer, such as leasing contracts, credit documents, and preferred vendors.
NOTE: Max file size is 5MB. All file types are accepted EXCEPT executable (
To upload files to a customer:
- Search for and select your customer for editing.
- Scroll to the Attachments section, and click ATTACH FILE to the right.
- On the Attach File page, drag-and-drop a file to the File field, or click CHOOSE FILE to select a file and Open it.
- Enter a description of the file, and click Upload.